bearish
Steno Signals #121: Whatever It Takes—In the US, but NOT in China
271 Views14 Oct 2024 13:12
Happy Sunday from Copenhagen!I spent most of Saturday morning discussing the fiscal briefing with clients. Even though I’m admittedly not as...
What is covered in the Full Insight:
- Introduction: Fiscal Briefing Overview
- China's Demand vs. Supply-side Issues
- Impact of Technology Fund Inflows
- USD Liquidity Measures in the US
- Conclusion: Positioning in Assets
SUMMARY
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